Category Archives: Quick Quill

International and California Data Raise Red Flags in Concert

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Inflation Fear Is Powell Paranoia in Drag

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State and Federal Tax Receipts and Layoffs Confirming Labor Market Weakness

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Payroll Weakness Spreading

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Questioning JOLTS’ Efficacy

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ISM Supports Higher Yields for Now, Rate Volatility and QI’s Global Recession Call

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Data Inconsistencies Will Be Resolved

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Macro Data Universally Negative and Being Revised Down

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Fundamental Disconnect with Higher Rates 2.0

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The Consensus is Defying the U.S. Consumer

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